The following Custom Roles can be assigned to a professional, or a group of professionals. You may also create an Admin Role that contains a selection of custom roles.
| Role | Permission |
| Activities read only | View an activity and any details, this permission excludes access to edit information |
| Activities read/write | View an activity and any details, as well as edit and/or duplicate the activity, or assign activities |
| Approval Request Manager | Approve or deny credit modification, jurisdiction modification, or external credit submissions from the Approvals hub (if enabled) |
| Assignments - view only | Level permission for user profile, giving admins fine-grained control over custom role access. |
| Attendance Management | Manually apply a status to professional(s) and send notifications |
| Bulk Uploads Manager | Add and/or update programs(s) and user accounts in bulk from the Bulk Uploads hub |
| Catalogs | View, create, or edit catalogs |
| Catalog Settings | Access Program Catalog settings to enable list or card view, enable catalog images, and upload program thumbnails |
| Custom Fields | Admin can view, create, or edit custom fields |
| Custom Tags Manager | Create and/or edit custom tags from the Custom Tags hub |
| Dashboard Layouts | Customize the Dashboard, adjust the widgets that display, and modify the language within the Announcements widget |
| Default Administrator | View and edit all areas of the site |
| eCommerce Transactions | View Transaction Summary and Details (if eCommerce is enabled) |
| Evaluations | View, create, and/or edit evaluations |
| External Credit | Create or edit external credit programs |
| Firm Compliance | Access the Firm Compliance hub to view a snapshot of a firm’s overall compliance status across jurisdictions. |
| Groups | View, create, and/or edit user groups |
| Insights | Access the Insights analytics area. Learn more here: Insights |
| Integration Provider Manager | Access the Integration Providers hub to add or edit an integrated provider |
| Jurisdictions (Read Only) | Can view managed users' Jurisdictions tab. Learn more here: Credential Policy Manager |
| Jurisdictions (Read/Write) | Can view managed users' Jurisdictions tab and submit/edit managed users' jurisdiction requests. Learn more here: Credential Policy Manager |
| License Incident (Read Only) | Can view managed users' pending incidents and Jurisdictions tab. Learn more here: Credential Policy Manager |
| License Incident (Read/Write) | Can view and act on (submit for approval) managed users' pending incidents/approvals. Can view managed users' Jurisdictions tab and submit/edit managed users' jurisdiction requests. Learn more here: Credential Policy Manager |
| Marketplace - Read Only | View the Content Marketplace catalog to include preview of content |
| Marketplace Transactions Admin | View Content Marketplace catalog, purchase content via credit card, and access transaction reports |
| Manage Program Actions | Assign a program to a professional/group, waive an assignment, or add a due date for a program |
| Manage Learning Plans | View, create, edit and/or assign learning plans |
| Multisite | Add subscribers for multisite |
| Notifications | View, create, and/or edit notifications |
| Organization |
View, create and/or edit fields within the Site Settings hub.
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| People - Assignments read only | View a user's current assignments from the person profile, on the Assignments tab; cannot add, edit, or remove assignments. |
| People - Assignments read/write | View and edit a user's current assignments from the person profile, on the Assignments tab, including overriding individual assignments. |
| People - Compliance View | View the Compliance tab from a person’s profile, including all compliance status information for a user. |
| People - Learning Plan View | View learning plans assigned to a user, from the person profile; cannot assign, edit, or remove plans. |
| People - Properties read only | View all fields on the People properties tab; editing is disabled. |
| People - Properties read/write | View and edit all fields on the People Properties tab. |
| People - Properties proprietary read only | View all fields on the People Properties tab except Date of Birth; editing is disabled. |
| People - Proprietary read only | View all information on a managed user's profile page, including their date of birth, and all tabs contained within their account |
| People read only | View only managed user’s information |
| People read/write | View and/or edit managed user’s information |
| People - Transcript View | View the Transcript tab, from a person’s profile to see a user's learning history. |
| People - view as |
Access ‘view as’ for a managed user’s profile
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| Programs - read only | View a program and any session details, without access to edit any information |
| Programs - read/write | View a program and any session details, as well as edit and/or duplicate any program/session information |
| Reports > ‘Report Type’ | View or edit reports based on report type description |
| Reports > ‘Report Type’ > saved report | Access any saved reports for this report type, with access to export to Excel or CSV only |
| Sign in Sheets – read/print |
View and/or print sign in sheets Please note: This permission also grants access to Manage Attendees and Read access to view programs within Manage Programs. Users with this permission will have access to view all documents uploaded, public or non-public from a program's preview page. |
| Sponsor | View, create, disable, delete, and/or edit sponsor information |
| Subscriptions – Read/Write | View and make changes within the subscription menus. Perform actions such as assigning users to cohorts, updating billing information, or otherwise making needed subscription modifications. |
| Subscriptions – Read Only | View all details within the subscription menu. |
| Task Queue Manager | Access the Task Queue hub to view which tasks are being processed in the queue for Manage Attendees, Bulk Upload – Programs, and Bulk Upload – External Credit submissions. |
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This function (Administrative Roles) |
View, add, and/or edit custom administrative roles |
| Venue | View, create, and/or edit venues |
| Webcast – Results | View and export the raw data report for an integrated session via Manage Attendees. In order to use this custom role, the admin must also have either the Programs – read/write or Attendance Management role |
Be cautious when assigning the “Organization” permission. Anyone with this role grants them access to the Site Settings hub, and the tabs contained within it.
Related to